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Fiscal Management - Performance Management Assessment Sample #7





Performance Management System:

Performance Assessments that include Fiscal Management:
Assessment 1 (5-point scale; IDP Comments)
Assessment 2 (3-point scale with Comments)
Assessment 3 (Manager Assessment; 360-Feedback)
Assessment 4 (3-point scale; Rating Limits)
Assessment 5 (3-point scale; Rating Limits)
Assessment 6 (5-point scale with Comments)
Assessment 7 (Comment Boxes Only; IDP)
Assessment 8 (Comment Boxes Only)
Assessment 9 (3-point scale with Letter Grade)
Assessment 10 (360-Feedback; Bonus/Merit Pay)
Assessment 11 (Core Values & Job Competencies)
Assessment 12 (4-point scale; 6 Comment Boxes)
Instructions:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.


Competencies Included:
Fiscal Management, Creativity, Establishing Focus/Direction, Performance, Problem Solving, Results Oriented, Objectives, Coaching

Part 1: Skills and Accomplishments


  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to enter a goal description, completion status, achievements and outcomes, challenges and solutions, and any future actions you may want to take.



  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.


Part 2: Job Competencies

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Fiscal Management

Develops of the department's annual budget. Monitors spending. Effective in using Company's resources. Monitors expenses and verifies the need for items purchased.
How have you performed this competency and what are your plans for improvement in this area?

Creativity

Creates a lot of new ideas. Inspires creativity in their team. Is creative and inspirational. Conceives, implements and evaluates ideas.
How have you performed this competency and what are your plans for improvement in this area?

Establishing Focus/Direction

Makes sure that employees understand how their work relates to organizational goals. Maintains self-control when personally criticized. Excellent at managing time. Stays focused even when under pressure and stress.
How have you performed this competency and what are your plans for improvement in this area?

Performance

...Produce Quality Effectively organizes resources and plans Effective in performing his/her job. Sets a high standard for job performance.
How have you performed this competency and what are your plans for improvement in this area?

Problem Solving

Encourages team members to suggest ways to enhance efficiency, reduce waste, and prevent potential problems. Allows team members to build on each other's ideas, leading to the development of more refined and robust solutions. Assumes new and difficult challenges and manages them as opportunities. Identifies potential courses of action.
How have you performed this competency and what are your plans for improvement in this area?

Results Oriented

Responds to changing events to maintain progress toward achieving results. Sets benchmarks and milestones to measure progress toward the objectives. Inspires and motivates co-workers to be productive and energetic at work Determined to complete tasks regardless of obstacles that may occur.
How have you performed this competency and what are your plans for improvement in this area?

Objectives

Sets long-term and short-term goals. Communicates goals and objectives to employees. Encourages me to take on greater responsibility. Establishes goals and objectives.
How have you performed this competency and what are your plans for improvement in this area?

Coaching

Conducts regular performance appraisals and feedback. Meets regularly with employees to coach them on areas that will enhance their performance Helps employees to understand responsibilities, authority, and expectations. Addresses employee behavior problems effectively.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Team Goals
What are your "team" goals for next year?


Professional Development Plans
What are your professional development plans for next year?


Overall Comments
What final comments do you wish to enter for your assessment?